Quarterly Call Option Transactions in Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN) during . The information is specifically focused on institutions that hold call options of Morningstar, Inc..
Calls Purchased
Calls Sold
| Quarter | Buy | Sell | Net Activity | |||||
|---|---|---|---|---|---|---|---|---|
| New Holding | Increment | Total Shares Bought | Closed Position | Reduction | Total Shares Sold | |||
| Q3 2021 | 5,400 | 1,548 | 6,948 | 3,700 | 0 | 3,700 | 3,248 | |
| Q4 2021 | 9,800 | 0 | 9,800 | — | 9,800 | |||
| Q1 2022 | 1,300 | 0 | 1,300 | — | 1,300 | |||
| Q2 2022 | 4,800 | 5,300 | 10,100 | — | 10,100 | |||
| Q3 2022 | — | 8,200 | 0 | 8,200 | -8,200 | |||
| Q4 2022 | 0 | 1,300 | 1,300 | 6,400 | 0 | 6,400 | -5,100 | |
| Q1 2023 | 1,500 | 0 | 1,500 | 300 | 0 | 300 | 1,200 | |
| Q2 2023 | 28,200 | 10,000 | 38,200 | — | 38,200 | |||
| Q3 2023 | 14,900 | 2,200 | 17,100 | 10,600 | 0 | 10,600 | 6,500 | |
| Q4 2023 | — | 12,400 | 0 | 12,400 | -12,400 | |||
| Q1 2024 | 0 | 3,900 | 3,900 | 18,900 | 0 | 18,900 | -15,000 | |
| Q2 2024 | 0 | 4,200 | 4,200 | 6,700 | 0 | 6,700 | -2,500 | |
| Q3 2024 | 11,900 | 0 | 11,900 | 3,800 | 0 | 3,800 | 8,100 | |